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UFP Industries
UFPI

203 hedge funds and large institutions have $1.65B invested in UFP Industries in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1.73M

3.27% more ownership

Funds ownership: 243.9% → 247.18% (+3.3%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

2% less capital invested

Capital invested by funds: $1.69B → $1.65B (-$38.7M)

2% less funds holding

Funds holding: 208 → 203 (-5)

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
67
Reduced
85
Closed
22
Calls
$2.83M
Puts
$1.73M
Net Calls
+$1.1M
Net Calls Change
-$1.86M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$318M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11.1M
3
Principal Financial Group
Principal Financial Group
Iowa
+$8.88M
4
Norges Bank
Norges Bank
Norway
+$6.83M
5
Bank of America
Bank of America
North Carolina
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$16.1M
2
Invesco
Invesco
Georgia
-$10.5M
3
KCM
Kennedy Capital Management
Missouri
-$6.59M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$6.1M
5
Ameriprise
Ameriprise
Minnesota
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$818K +$10K +300 +1%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$804K +$120K +3,579 +17%
BPM
103
Bowling Portfolio Management
Ohio
$796K +$185K +5,541 +30%
UBS AM
104
UBS AM
Illinois
$794K – – –
JIM
105
Jupiter Investment Management
United Kingdom
$782K -$842K -25,218 -51%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$741K -$240K -7,170 -24%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$739K – – –
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$685K +$7.02K +210 +1%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$677K -$3.61K -108 -0.5%
NI
110
Numeric Investors
Massachusetts
$641K -$1.52M -45,600 -70%
KBC Group
111
KBC Group
Belgium
$625K – – –
SAM
112
Sawgrass Asset Management
Florida
$620K +$186K +5,580 +42%
CB
113
Commerce Bank
Missouri
$618K -$10K -300 -2%
CONA
114
Capital One National Association
New York
$612K +$5.81K +174 +0.9%
CIC
115
Cornercap Investment Counsel
Georgia
$611K +$621K +18,600 New
AG
116
Aperio Group
California
$609K -$62.3K -1,866 -9%
AG
117
Advisor Group
Arizona
$551K -$59.7K -1,788 -10%
1GA
118
1st Global Advisors
Texas
$528K +$537K +16,068 New
LG
119
Leuthold Group
Minnesota
$521K -$44.4K -1,329 -8%
AA
120
ALPS Advisors
Colorado
$500K +$89.9K +2,691 +21%
MSA
121
Mason Street Advisors
Wisconsin
$469K +$31.7K +948 +7%
BIM
122
Bogle Investment Management
Massachusetts
$468K +$476K +14,256 New
AW
123
Alpha Windward
Massachusetts
$455K -$12K -360 -3%
VFA
124
Virtus Fund Advisers
Connecticut
$440K -$28.9K -864 -6%
IIM
125
Ironwood Investment Management
Massachusetts
$434K -$33.8K -1,011 -7%
3 4
5
6 7

UFPI Hedge Fund Activity: Q1 2017 in Review

203 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2017, worth a combined $1.65B — down 2.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPI positions and 22 closed out — a net gain of 2 holders — while 67 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $318M. The largest seller was Acadian Asset Management, cutting an estimated $16.1M.

  • 203 institutional investors held UFP Industries (UFPI) as of Q1 2017, down from 208 in Q4 2016.
  • Funds reported $1.65B of UFP Industries stock for Q1 2017, down 2.3% quarter-over-quarter.
  • 24 funds opened new UFP Industries positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest UFP Industries buyer in Q1 2017 was BlackRock, an estimated $318M added.
  • The largest UFP Industries seller in Q1 2017 was Acadian Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2017.